Estate and trust work rests on a credible, independent value for the real property involved. Executors and successor trustees need it to administer the estate, attorneys need it for the court file, CPAs need it for the return, and beneficiaries need it to believe the division was fair.
Probate and Trust Administration
Whether the property is moving through probate or being distributed out of a trust, an impartial appraisal supports an equitable split and leaves a defensible record if a beneficiary later questions the figure. I work regularly with San Diego County estate attorneys, professional fiduciaries, and family trustees, and I understand what each of them needs the report to do.
Present-Day or Retrospective
Estates frequently call for value as of the date of death, an alternate valuation date, or the date a trust was funded. I prepare both current and retrospective valuations, reconstructing the market as it existed on whichever date governs.
Built to Survive Review
Each report is USPAP-compliant and structured so that counsel, the CPA, the court, and the beneficiaries can trace the analysis from comparable selection through adjustment to conclusion. Transparent support is the cheapest way to keep an administration from turning into a dispute.
Request This Appraisal
Published fees begin at $299, and your exact fee is confirmed before you commit. Review the full fee schedule or request a free quote.